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Values First Advisors, Inc.

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Total assets under management

$201,956,787

Total clients

1,006

7% high-net worth

Total advisors

8

of 13 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

126

Average account size

$200,752

About

Values First Advisors is an independent SEC‑registered advisory firm that manages portfolios and provides financial planning for individuals, trusts, estates, retirement plans and charitable organizations. The firm offers both discretionary and non‑discretionary asset management, retirement‑plan advisory and participant‑education services, and can manage assets held in donor‑advised funds.

The firm applies a Biblically Responsible Investing (BRI) overlay to investment selection, combining fundamental analysis and in‑house model management with outside sub‑advisers and occasional tactical use of ETFs and individual stocks and bonds. Portfolios are tailored through an asset‑allocation process, periodic rebalancing and use of planning tools and third‑party screening and scoring systems, with ongoing monitoring supported by an external consultant.

Distinctive features include a clearly documented set of BRI positive and negative screens (for example, screens addressing abortion, embryonic stem‑cell research, pornography, alcohol, tobacco and gambling, and positive screens for life‑enhancing products, family/community focus and stewardship). The firm also emphasizes third‑party ratings and sub‑adviser disclosure review in its due diligence, and serves as a model manager within certain custody programs while offering donor‑advised fund and retirement‑plan onboarding services.

Client services

Financial planning Portfolio management Selection of other advisers

Fee options

Fixed

$125 annual retainer fee for non-discretionary, non-supervisory advice and consultations.

Percentage

Less than $500,000 - $500,000: 1.75% $500,000 - $999,999: 1.50% $0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001 - $20,000,000: 0.40% $20,000,001+: 0.30% Less than $500,000 (GSCS accounts) - $500,000: 1.25% $500,001 - $999,999: 1.00% Greater than $1,000,000+: 0.70% First $2,000,000 (Retirement Plans) - $2,000,000: 0.70% Next $2,000,000 (Retirement Plans) - $4,000,000: 0.50% Over $4,000,000 (Retirement Plans)+: 0.40%

Project-based

$60 (administrative), $300 (standard advisor), $450 (principal advisors) per hour.

Other

Account minimum: No specific dollar amount minimum stated; minimum fee for Asset Allocation Services is $100 per month; minimum account size is subject to negotiation and reviewed case-by-case. Minimum fee: Minimum fee for Asset Allocation Services is $100 per month. Fee-only: Financial planning fees charged hourly; non-discretionary advice includes a $125 annual retainer plus hourly fees.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Main office location

Values First Advisors, Inc.

801 Sunset Drive, Suite C100

Johnson City TN 37604, United States

Number of offices

4

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